Dimensional Fund Advisors
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Dimensional Fund Advisors’s Bank Of The James BOTJ Stock Holding History

Dimensional Fund Advisors’s Portfolio BOTJ Stock Details BOTJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.4M Buy
52,174
+14,996
+40% +$404K ﹤0.01% 2780
2026
Q2 		$948K Buy
37,178
+3,720
+11% +$86.4K ﹤0.01% 2875
2026
Q1 		$689K Buy
33,458
+731
+2% +$14.5K ﹤0.01% 2905
2025
Q4 		$608K Buy
32,727
+62
+0.2% +$1.06K ﹤0.01% 2939
2025
Q3 		$510K Hold
32,665
– – ﹤0.01% 2991
2025
Q2 		$460K Buy
32,665
+2,662
+9% +$37.5K ﹤0.01% 3007
2025
Q1 		$443K Buy
30,003
+1,537
+5% +$20.8K ﹤0.01% 3019
2024
Q4 		$436K Buy
28,466
+911
+3% +$13K ﹤0.01% 3062
2024
Q3 		$379K Buy
27,555
+703
+3% +$9.19K ﹤0.01% 3077
2024
Q2 		$302K Buy
26,852
+8,556
+47% +$90K ﹤0.01% 3109
2024
Q1 		$190K Buy
18,296
+1,052
+6% +$12.2K ﹤0.01% 3195
2023
Q4 		$207K Hold
17,244
– – ﹤0.01% 3190
2023
Q3 		$177K Hold
17,244
– – ﹤0.01% 3232
2023
Q2 		$160K Hold
17,244
– – ﹤0.01% 3271
2023
Q1 		$181K Buy
+17,244
New +$214K ﹤0.01% 3222
2022
Q3 		$213K Buy
16,834
+2,653
+19% +$33.8K ﹤0.01% 3224
2022
Q2 		$184K Buy
14,181
+69
+0.5% +$938 ﹤0.01% 3259
2022
Q1 		$206K Buy
14,112
+854
+6% +$13.1K ﹤0.01% 3308
2021
Q4 		$204K Buy
13,258
+565
+4% +$8.78K ﹤0.01% 3336
2021
Q3 		$185K Buy
12,693
+102
+0.8% +$1.52K ﹤0.01% 3359
2021
Q2 		$201K Buy
12,591
+819
+7% +$12.4K ﹤0.01% 3334
2021
Q1 		$152K Hold
11,772
– – ﹤0.01% 3313
2020
Q4 		$133K Hold
11,772
– – ﹤0.01% 3261
2020
Q3 		$104K Hold
11,772
– – ﹤0.01% 3263
2020
Q2 		$101K Hold
11,772
– – ﹤0.01% 3276
2020
Q1 		$91K Hold
11,772
– – ﹤0.01% 3280
2019
Q4 		$163K Hold
11,772
– – ﹤0.01% 3277
2019
Q3 		$153K Buy
+11,772
New +$156K ﹤0.01% 3303

Other funds holding BOTJ

PWW
Pettyjohn Wood & White Lynchburg, Virginia $700M AUM 18.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
Daytona Street Capital
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
MontVue Capital Management
MontVue Capital Management Lynchburg, Virginia $171M AUM 16.62% 1-Year Est. Return

Dimensional Fund Advisors's BOTJ Position: Q3 2026 in Review

Dimensional Fund Advisors increased its Bank Of The James (BOTJ) stake by 40% in Q3 2026, buying an estimated $404K and bringing the position to 52,174 shares worth $1.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2780.

Dimensional Fund Advisors first reported a position in BOTJ in Q3 2019 and has held it in 28 quarters since. 30 funds tracked by Wall St. Rank hold BOTJ as of Q3 2026.

  • Dimensional Fund Advisors held 52,174 shares of Bank Of The James worth $1.4M as of Q3 2026.
  • Dimensional Fund Advisors bought 14,996 Bank Of The James shares in Q3 2026, an estimated $404K.
  • Bank Of The James made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q3 2026, its #2780 holding.
  • Dimensional Fund Advisors first reported a position in Bank Of The James in Q3 2019 and has held it in 28 quarters since.
  • 30 funds tracked by Wall St. Rank held Bank Of The James as of Q3 2026.

Based on Dimensional Fund Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.